Dedicated support

Experience the service difference

Other clearing and custody firms may not allocate staff and resources exclusively to their clients. At those firms, you may have to compete with the firm’s own financial professionals for time and attention.

Our client support personnel are devoted exclusively to helping you meet your needs. This relationship creates a superior service experience for you; after all, you’re the reason we’re in business.

Business onboarding consultants

We’re committed to making your transfer onto our clearing and custody platform as “seamless” as possible. We work with you to develop a detailed transition plan that’ll help guide you through the process as well as provide comprehensive training on our systems and tools.

Ryan Anderson

Ryan Anderson

 
Derek Cramblit

Derek Cramblit

 
Anthony Cullen

Anthony Cullen

 
Mike Hubbell

Mike Hubbell

 
Amy Lang

Amy Lang

 
Ebise Weldesenbet

Ebise Weldesenbet

 

Client service managers

Our goal is to gain a deep understanding of your business so we may become a steadfast advocate for you—an extension of your team. Your dedicated client service manager will work to not only address concerns but to help develop customized service solutions to help grow your business. This creates a superior service experience for you.

Nick DeGidio

Nick DeGidio

 
Jim Jansen

Jim Jansen

 
Brett Larsen

Brett Larsen

 
Matt Machaiek

Matt Machaiek

 
Mark Rohlik

Mark Rohlik

 
Darin Walter

Darin Walter

 
Kevin Bass

Kevin Bass

 
Amanda Meyer

Amanda Meyer

 
Ben Rodeffer

Ben Rodeffer

 
Drew Tollefson

Drew Tollefson

 

Technology training team

Our knowledgeable and friendly technology training team can help you learn how to use the broad range of tools available, and provide answers to your “how do I ___” questions.

Darlene Bee

Darlene Bee

 
Kelly Johnson

Kelly Johnson

 
Ismael Munar

Ismael Munar

 
Rodney Powell

Rodney Powell

 
Melissa Steele-Hasz

Melissa Steele-Hasz

 

Middle office support for registered investment advisor firms

If your business model includes providing a service as a registered investment advisor, RBC Clearing & Custody can fulfill the middle-office operational and compliance responsibilities. We pride ourselves on providing service that exceeds your expectations – one that is founded on forging strong, long lasting relationships.

Sonni Aanerud

Sonni Aanerud

 
Maggie Carey

Maggie Carey

 
Edwardo Figueroa

Edwardo Figueroa

 
Suz Nelson

Suz Nelson

 
Jason Rhein

Jason Rhein

 
Aaron Schulte

Aaron Schulte

 
Jon Schlumpberger

Jon Schlumpberger

 
Paige Waytashek

Paige Waytashek

 

Business consulting specialists

Our personnel know what they’re doing because they’ve been doing it for a long time. When you call us with a question, we’ll know the solution—or we’ll know where to get it for you.

Aaron Funk

Aaron Funk

 
Chris Konecny

Chris Konecny

 

Marketing and communication services

Our marketing team helps support firms and financial professionals with your business development and marketing needs, and we’ll provide timely and relevant communications to keep you informed of updates and enhancements available to you.

Tammy Benson

Tammy Benson

 
Mick Dyer

Mick Dyer

 
Emily Pyne

Emily Pyne

 
Jenny Schuller

Jenny Schuller

 

Compliance and risk oversight

Our compliance and risk oversight team is designed to help firms stay informed of new and updated regulatory processes, and be a resource for firm compliance officers.

Rob Davis

Rob Davis

 
Michael Heiser

Michael Heiser

 
Christopher Klobe

Christopher Klobe

 
Mark McKinney

Mark McKinney

 
Jake Olmscheid

Jake Olmscheid

 
Paul Visser

Paul Visser

 
Janice Waytashek

Janice Waytashek